Last Update: 31 December 2022

The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 60/40 Portfolio obtained a 7.54% compound annual return, with a 9.11% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Bill Bernstein Sheltered Sam 60/40 Portfolio
Risk High High
Asset Allocation Stocks 67% 58.2%
Fixed Income 33% 40%
Commodities 0% 1.8%
30 Years Stats Return +7.34% +7.54%
Std Dev 10.74% 9.11%
Max Drawdown -38.70% -34.12%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Margaritaville Portfolio -3.13 -0.16 -16.10 +4.04 +5.89 +7.34 +8.95
Bill Bernstein Sheltered Sam 60/40 Portfolio -2.54 +0.99 -10.58 +4.13 +5.94 +7.54 +8.95
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since January 1993, now would be worth 8857.20$, with a total return of 785.72% (7.54% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).

Bill Bernstein Sheltered Sam 60/40 Portfolio: an investment of 1000$, since January 1985, now would be worth 26024.36$, with a total return of 2502.44% (8.95% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-34.12% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-16.48% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-14.38% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.25% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.65% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-7.95% Feb 2001 Sep 2001
-7.94% Sep 2018 Dec 2018
-6.29% Jun 2015 Jan 2016
-6.11% Feb 1994 Jun 1994
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Bill Bernstein Sheltered Sam 60/40 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-34.12% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-16.48% Jan 2022 Sep 2022
-16.09% Sep 1987 Nov 1987
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-14.38% Jan 2020 Mar 2020
-12.82% May 2011 Sep 2011
-11.25% May 2011 Sep 2011
-10.89% May 1998 Aug 1998
-10.65% Jun 2002 Sep 2002
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-9.53% Aug 1990 Sep 1990
-7.95% Feb 2001 Sep 2001
-7.94% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Margaritaville Portfolio Bill Bernstein Sheltered Sam 60/40 Portfolio
2022
-16.10% -10.58%
2021
+13.33% +14.69%
2020
+14.40% +7.21%
2019
+20.39% +17.21%
2018
-6.92% -5.00%
2017
+17.22% +11.37%
2016
+7.53% +9.92%
2015
-2.03% -1.72%
2014
+3.95% +6.04%
2013
+13.25% +14.05%
2012
+13.94% +11.12%
2011
+0.08% +1.31%
2010
+11.85% +12.35%
2009
+25.18% +18.56%
2008
-26.90% -20.58%
2007
+10.88% +5.25%
2006
+14.22% +14.67%
2005
+8.11% +7.42%
2004
+13.95% +12.90%
2003
+26.41% +24.15%
2002
-6.46% -3.47%
2001
-7.87% +0.06%
2000
-2.92% +6.26%
1999
+16.49% +10.16%
1998
+16.12% +8.53%
1997
+14.48% +15.72%
1996
+9.11% +12.97%
1995
+21.08% +22.13%
1994
+1.10% -1.78%
1993
+18.69% +19.41%
1992
+1.10% +8.86%
1991
+20.28% +24.84%
1990
-7.54% -3.41%
1989
+19.01% +21.08%
1988
+16.51% +14.93%
1987
+10.87% +3.35%
1986
+31.94% +21.08%
1985
+35.93% +28.54%
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